Selected | East China, Yunnan, Chongqing and Sichuan cement prices slide; Zou Weibin: The cement industry has experienced winter, can spring be far behind?

2024-01-08 15:11:59

East China, Yunnan, Chongqing and Sichuan cement prices slide; Zou Weibin: The cement industry has experienced winter, can spring be far behind?

< Market Overview & gt;

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. East China: The actual transaction price of Jiangsu, Zhejiang, Shanghai and Anhui fell by 10-20 yuan/ton (1.1-1.5) ( click the title to view the full text). According to

the China Cement Market Data Center, cement prices in East China generally fell this week. The actual transaction price of cement in Jiangsu, Zhejiang, Shanghai and Anhui has fallen by about 10-20 yuan/ton, the price of cement in Shandong has fallen by about 20 yuan, and the quotation in Fujian is temporarily stable in the week.

2. How did the pattern of Yunnan cement price "high in the south and low in the north, high in the west and low in the east" come into being?

Several cement companies said that the market demand in 2023 had shrunk by about 20% compared with 2022, mainly due to the downturn of the real estate industry and the slow progress of major projects, and the price of cement was much lower than the same period in previous years. It is very common for Yunnan clinker production lines to build large ones in batches. The actual production capacity of Yunnan cement clinker is about 35% higher than the approved production capacity, which is an important reason for the aggravation of the contradiction between supply and demand in Yunnan market and the downturn of the market.

3. The price of cement in the main urban area of Chongqing fell

. At the beginning of the month, the leading enterprises in the main urban area successively lowered the price of cement by about 20-30 yuan/ton, while the quotation in other areas was temporarily stable.

4. From late

December to early January, the leading enterprises in Chengdu-Deyang-Mianyang region of Sichuan successively lowered the price of cement by about 10-20 yuan/ton.

& lt; Today's Focus & gt;

1. Talking about the Cold and Warm of Cement | Zou Weibin: The Cement Industry Has Experienced Winter, can Spring Be Far Behind? Zou Weibin, senior consultant and cement grinding expert of

China Cement Network, said that the situation of the whole cement industry in 2023 was indeed grim. Under such circumstances, many cement enterprises began to actively take some self-help measures, such as salary cuts, layoffs, switching to mortar and prefabricated buildings. The cement industry is facing the problems of declining market demand, increasing environmental pressure and overcapacity, but it still has broad prospects for development. Enterprises should actively respond to market changes, take measures such as technological transformation and expanding new fields to resolve the problem of overcapacity, and strengthen technological innovation and environmental protection management in order to achieve sustainable development.

2. Interpretation of Hubei peak staggering | Huaxin strictly organizes production

according to the approved production capacity. Recently, the Department of Economy and Information of Hubei Province and the Department of Ecology and Environment of Hubei Province jointly issued the Notice on the Normalization of Peak Staggering Production in the Cement Industry in 2024. "Notice" put forward that "all cement clinker production lines should organize production in strict accordance with the approved capacity and carry out peak staggering production", which refers to "overproduction behavior". It not only maintains the seriousness of the government's approval of capacity indicators, project establishment, environmental assessment and energy assessment, but also protects the enthusiasm of compliance production enterprises and promotes fair competition among enterprises.

3. Hubei: In 2024, cement enterprises shall organize production in strict accordance with the approved production capacity, and shall participate in peak-shifting production and implement differentiated management and control

. According to the requirements of the notice, all cement clinker production lines shall organize production in strict accordance with the approved production capacity and carry out peak-shifting production, and the minimum days of peak-shifting production shall not be less than 40 days. To implement differentiated management and control for peak staggering production of cement clinker production line in the whole province.

4. Green and low-carbon development! Six photovoltaic power generation projects of BBMG Jidong Cement have been successfully connected to the grid for power generation

. Recently, six photovoltaic power generation projects of BBMG Jidong Cement have been successfully connected to the grid for power generation. It is estimated that the total annual power generation will reach 17 million kWh, the total standard coal saving will be more than 5200 tons, and the total carbon dioxide emission reduction will be more than 14000 tons, creating a new business card for green development.

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Correlation

Zhejiang: Construction is expected to start in March, which may lead to a rise in cement prices; 6 billion investment, annual production capacity of 30 million tons of projects put into operation! Huarun's "next success"; Jidong Cement: will promote related acquisition projects according to the annual investment plan; the latest market research on cement and concrete

2024-02-23 13:30:10

How about the performance of cement market after the festival? The Ministry of Industry and Information Technology issued the Guidelines for the Construction of Carbon Neutralization Standard System in the Industrial Field; Hunan assessed 6 A-level cement enterprises; Jidong Cement 3 million tons of aggregate project was officially put into production and shipped; Duyun Shangfeng Southwest Cement signed the intention of 300000 tons of cement production and marketing order; Guangzhou Lixinsha Bridge was broken.

2024-02-22 13:45:03

The price of cement in Guangdong Pearl River Delta rises; the price of cement in Nigeria soars; CNBM, Conch and Huaxin actively expand outward; the energy consumption data of the cement industry in 2023 is introduced

2024-02-21 13:13:16

The price of cement in Jiangsu declined and the price of bagged cement in Guangxi increased; Conch Cement participated in the establishment of a 15 billion fund to invest in the new material industry; CNBM's 40 million tons of aggregate project was put into operation this year; Shandong Linyi and Kangding Paomashan cement assets were auctioned.

2024-02-20 14:52:09

In 2023, Hunan Province was a bit "good"; Deng Wei proposed an ultra-low emission scheme for the cement industry; Taiwan Cement will develop a pure oxygen carbon capture technology; 35 cities across the country received a special loan of 800 billion yuan for urban village reconstruction; Hubei university canteens collapsed due to snow.

2024-02-06 13:35:21

Shijiazhuang vs. Zhengzhou: highland and lowland of cement price; The Interim Regulations on the Management of Carbon Emission Trading came into effect in May; the cement industry has removed the label of high pollution industry; Taiwan Cement has promoted carbon capture projects; the update of cement price information has been suspended during the Spring Festival.

2024-02-05 14:07:11

How did Ningxia become a "price depression" in Northwest China? Conch Cement won the mining right of limestone mine in Guangxi with 730 million yuan. Bahrain Cement consumed about 1 million tons. Nanning Hongshi Cement won the mining right of limestone mine in Guangxi with 300 million yuan. Several cement production line projects in Guizhou are in progress.

2024-02-02 12:28:12

In 2024, three new clinker production lines will be put into operation in Hunan; the construction of the western region will accelerate the development of new markets; the listed concrete companies will have mixed profits and losses in 2023; the performance of many cement enterprises will decline; and the cement products produced by seven enterprises in Hainan are not up to standard.

2024-02-01 14:26:38

Anhui and Zhejiang cement index prices rose on a month-on-month basis; cement enterprises suffered losses! How to Break Through; Jinyuan, Fujian, Jidong, Jianfeng, etc. Release 2023 Performance Forecast

2024-01-31 13:03:23

In 2024, Xinjiang's fixed investment increased by 10%; Conch Cement's losses expanded; Jiangsu Jinfeng Cement Group's "trench spirit" continued; Maanshan Masteel Jiahua's commercial concrete equity was auctioned again with a price reduction of 37.01 million yuan.

2024-01-30 15:32:02

The price of cement in Jiangsu and Guangdong has dropped; the production capacity of cement clinker has dropped by 8% during the "14th Five-Year Plan" period; Jiangxi has publicized the list of several cement limestone mines; Shandong has publicized the list of completed cement grinding devices above φ3.2m

2024-01-26 15:27:34

Reasons for the rise and fall of cement prices in Guangxi and Shijiazhuang; Ma Zhifeng: In the era of high cost and low demand, cement enterprises are playing a game between meager profits; Conch Cement plans to invest 560 million yuan to build a photovoltaic power generation project; Shanshui Cement is expected to lose 850 million yuan in 2023; the central bank's reduction of reserve requirement ratio and interest rate will help improve the economic and real estate recovery expectations.

2024-01-25 13:05:17

Declining cement prices in Hunan and Yunnan; How to resolve overcapacity in the cement industry; Tapai Group expects net profit growth of 150% -200% in 2023; Announcement of heavy pollution weather performance rating results of Hunan cement enterprises

2024-01-24 13:21:29

Fluctuation of cement price in Sichuan and Hebei: lower in Sichuan and higher in Hebei; the new standard of GB175-2023 "General Portland Cement" will be implemented soon; ten predictions of cement industry in 2024

2024-01-23 14:30:40

The price of cement in many places in Yunnan increased by 30 yuan/ton, and the price of cement in Zhejiang dropped by more than 6%; the forecast profit of Asia Cement (China) and China Resources Building Materials Technology decreased; the State Council approved large projects in 18 provinces; Conch Cement planned to co-ordinate coal procurement resources to reduce costs.

2024-01-22 14:26:33

The price of Yueyang Cement in Hunan and Chengdu-Deyang-Mianyang Cement in Sichuan has dropped; recognizing the situation is the first barrier for Henan Cement in the new year; 28 production lines will be put into production in 2024.

2024-01-19 13:11:00

Featured | The cement situation in 2024 is grim; the kiln in Yunnan will be shut down from now on; Huaxin Cement is put into production in Tanzania; China National Building Material Group has been listed in the Top 500 Global Brand Value List for six consecutive years

2024-01-18 13:39:04

The price of cement in Kunming and Chongqing of Yunnan Province declined; Wang Aizhen said that the cement enterprises in the whole province suffered large losses and the pressure in 2024 was even worse; the national cement output dropped to the lowest level in 13 years.

2024-01-17 14:03:46

The average price of the Yangtze River Delta fell to the lowest level in five years; Gao Dengbang: drastically cut production capacity and take a clear-cut stand to stabilize expectations; industry associations are not allowed to make decisions on operators to reduce production and stop production.

2024-01-16 13:54:31

The price difference of cement in different regions of Gansu is large; Xu Mingxia: the industry capacity is getting bigger and bigger; Hainan Kunlun Group has built a new cement project with an annual output of 6 million tons

2024-01-15 13:41:51

The price of cement in Chongqing has dropped; the cement industry will be in a difficult period in the next ten years; "rigid capacity reduction" is the feasible solution to resolve overcapacity.

2024-01-12 14:45:33

Guangdong up 10 yuan/ton, Hainan down 50 yuan/ton; cement industry missed the good opportunity to cut production capacity; Shanxi 2023 second batch of A-level, B-level, leading enterprises list announced

2024-01-11 15:08:22

Cement price in East China decreased by 1.02%; national cement output in 2023; Western International Group invested US $1 billion to build a factory in Zimbabwe

2024-01-10 13:05:08

Shandong cement market price falls; Li Rongshan: cement off-peak production is a win-win policy; Liaoning plans to shut down kilns for 151 days in 2024

2024-01-09 14:12:31

East China, Yunnan, Chongqing and Sichuan cement prices slide; Zou Weibin: The cement industry has experienced winter, can spring be far behind?

2024-01-08 15:11:59

Cement, Concrete, Sandstone Monitoring Report Released; Cement Industry's "Darkest Hour" Has Not Yet Arrived; Three People Fined 1.29 Million yuan for Illegal Mining

2024-01-05 13:23:10

Cement market price shocks; Zhang Xiaohua: "Rational capacity reduction" is an important strategy for the cement industry to get out of the predicament; the Ministry of Industry and Information Technology released the list of typical application scenarios and cases of industrial green microgrid in 2023.

2024-01-04 13:09:03

Bright Future of Cement Industry in 2024; Tu Shunzu: There Is No Winner in "Price War"

2024-01-03 14:09:40

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

The Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry (2024 edition) shall promote the unification of the registered capacity and the actual capacity. For the compliance production lines whose actual capacity is greater than registered capacity, it is proposed that the difference in capacity can be made up in accordance with these Measures and the relevant procedures such as filing, environmental assessment and energy assessment can be improved. But the reality is that the actual production of enterprises is still exceeding the record capacity.